David C Barnett Small Business and Deal Making M&A SMB

Tsunami of 'No Money' Buyers New Livestream guest- Markian Pergat I’m happy to have Markian Pergat join me on a YouTube Premiere Markian Pergat is an entrepreneur from the Ottawa, Ontario area. Tune in and as we’ll be discussing Markian experience on how he got into running his own business and entrepreneurship. This is a ‘must see event’ for people who are interested in running their own business too. Be sure to join our YouTube Premiere so that you can ask questions, replay will be available. Set yourself a reminder on YouTube here: https://youtu.be/NHggS-L9JcU YouTube Premiere will be going live Monday May 05, 2025 at 1PM Atlantic Time and 12 Noon Eastern Time See you there! David C Barnett

Dadpreneurs New Livestream guest- Chris Buna I’m happy to have Chris join me on a live broadcast. Chris works with small businesses to help systematize them with automation tools. He’s also a Dad. Tune in and as we’ll be discussing Dadpreneurs and why Dads running businesses can benefit from having a peer group for business and parenting discussions. This is a ‘must see event’ for Dads or those aspiring to be one. Find Chris' dad group here: https://simplifiedworkflows.com/clockworking-dadpreneurs/ Find Chris on Linkedin here: https://www.linkedin.com/in/christopher-buna-29ba22a2/

***New Video Alert! Everyone is getting rich with Boomer business sales in the Silver Tsunami. Do you feel left out? This week, I respond to a wave of broke business buyers who we’ve met and I’ll let you know why you’re facing frustration AND- WHAT TO DO ABOUT IT. Watch this week’s video here: https://youtu.be/C9immXZZOdw Cheers See you over on YouTube David C Barnett **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com -Did you sign up for an expensive Merchant Cash Advance for your business and now struggle to make the payments? Find out how you can negotiate your way out at https://www.EndMyMCA.com

International Trade Planning and Problems New Livestream guest- Lora Rigutto, CITP I’m happy to have Lora join me on a live broadcast. Lora has decades of experience in international trade and is the head of partnerships and community outreach at the Forum for International Trade Training. Tune in and as we’ll be discussing CITP training. Yes- there is a specific professional designation for planning and executing international sales expansions! Yes, we’ll be talking about tariffs and opportunities that may be created by the changing rules and how one goes about planning and executing a new international sales strategy. This is a ‘must see event’ for anyone who anticipates getting into a business that may have foreign sales opportunities. https://fittfortrade.com/ https://www.linkedin.com/in/lorariguttocitp/

Discover the seven costly mistakes buyers often make when acquiring a business. Learn why due diligence is crucial and why conventional online advice might mislead you. Delve into the importance of quality of earnings reports, especially for small businesses, and how they can shape your buying strategy. The discussion emphasizes the need for meticulous planning, emotional control, and tailored research to avoid pitfalls. Gain insights on preparations you should make, including understanding products and valuable resources to streamline your acquisition process.

Dustin Williamson, Managing Director at VCFO, brings years of financial expertise to the discussion on regrets in mergers and acquisitions. He shares insights on the emotional complexities that affect seller satisfaction and highlights the significant impact of cyclical markets, particularly in the oil and gas sector. Dustin emphasizes the importance of strategic planning and traditional valuation metrics to avoid common pitfalls. Additionally, he discusses the unique challenges faced by fractional CFOs and the need for thorough preparation in successful deal-making.

A live Q&A session dives into pressing issues facing small businesses today. Discussions include the impact of Canadian elections on business, strategies for financing deals, and navigating debt refinancing. The importance of cash flow management is highlighted, along with the role of family offices in financing acquisitions. Insights on valuing businesses emphasize the need for cash flow over speculation, while private debt lenders' influence on mid-market financing becomes a focal point. Engaging audience participation adds to the lively exchange of ideas.

Trade tariffs might seem like a wet blanket, but they can actually boost small business values in intriguing ways. The discussion dives into how tariffs affect inventory and profitability, with strategies for navigating these challenges. Real-world examples, like a thriving American steel mill, showcase how tariffs can decrease competition and elevate demand for local products. Plus, there’s insight into making wise business purchases during economic downturns and the role of government relief programs in shaping profitability.

Selling a business can be an emotional rollercoaster. Misconceptions about loss can cloud judgment, as selling below market value isn't always a loss. Understanding true business valuation is crucial for protecting financial interests. The impact of tax liabilities and legal fees plays a significant role in profitability. Establishing strong systems can grant owners freedom, preventing hasty decisions during personal challenges. These insights are essential for both sellers and buyers navigating the complexities of business sales.

Buying and running a construction company. New Livestream guest- John Hannum I’m happy to have John join me on a live broadcast. He’s got tons of experience in the construction and trades industries as a corporate C-suite level employee and CFO. Tune in and as we’ll be discussing buying and running construction companies. This is a ‘must see event’ for anyone who is interested in construction or project-related businesses. Be sure to join live so that you can ask questions, replay will be available. We’ll be going live Monday March 31, 2025 at 1 PM Atlantic Time and 12 Noon Eastern Time See you there! David C Barnett Find John on Linkedin here: linkedin.com/in/johnhannum Website: https://www.ppsfinance.com/ & https://www.privitycpa.com/